Alex’s approach to wealth management is client oriented, goal based and committed to excellence. First, he takes the time to review each client’s unique financial situation, objectives and goals. Second, he individually tailors recommendations designed to accurately target each client's growth and income expectations. And third, he follows up with discussions covering a wide range of services, including investments, retirement planning, insurance needs, estate planning strategies and philanthropy. Alex is dedicated to helping you meet your personal financial goals and, together with a team of Merrill specialists, he will design a structured plan focused on your specific needs. His commitment to professionalism and the cooperative development of your distinctive plan forms the foundation of a strong advisory relationship. He believes that by putting the clients’ interests first, lasting relationships will grow and be strengthened further by sound advice and superior service.Alex is a graduate of Stetson University, with a B.B.A. in finance. While attending the university he was a proud member of the Roland George Investments Program. He lives in Naples, Fl with his wife and two daughters, where he enjoys golfing, fishing and spending time with his family and friends.